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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
301
Chilton Capital Management
Texas
$480K +$77.7K +3,030 +19%
TIM
302
Tortoise Investment Management
New York
$478K +$15.4K +602 +3%
NFG
303
Next Financial Group
Texas
$473K +$33.7K +1,314 +8%
KWM
304
Kingsview Wealth Management
Oregon
$470K +$25.2K +982 +6%
AL
305
ACAS LLC
California
$467K -$13K -506 -3%
NB
306
Nicolet Bankshares
Wisconsin
$460K -$11.9K -466 -3%
HCM
307
Hilton Capital Management
New York
$457K – – –
SW
308
SVB Wealth
Massachusetts
$452K -$410 -16 -0.1%
FPS
309
Fieldpoint Private Securities
Connecticut
$448K +$235K +9,168 +110%
RG
310
Retirement Group
California
$437K +$56.4K +2,198 +15%
SIAG
311
Signet Investment Advisory Group
Rhode Island
$434K +$435K +16,966 New
MSWMA
312
Market Street Wealth Management Advisors
Indiana
$428K -$78.1K -3,046 -15%
SFG
313
SageGuard Financial Group
Tennessee
$428K +$24.3K +948 +6%
IA
314
IFP Advisors
Florida
$425K -$74.5K -2,906 -15%
SFP
315
Strategic Financial Partners
Oregon
$418K -$244K -9,518 -37%
GRP
316
Global Retirement Partners
California
$416K +$2.46K +96 +0.6%
BJL
317
Brighton Jones LLC
Washington
$411K +$615 +24 +0.1%
TWP
318
Total Wealth Planning
Ohio
$410K – – –
FC
319
Ferris Capital
Massachusetts
$410K +$411K +16,022 New
HCM
320
Hengehold Capital Management
Ohio
$408K -$2.56K -100 -0.6%
AIA
321
Arcadia Investment Advisors
Idaho
$392K -$61K -2,380 -13%
CCG
322
Ceeto Capital Group
Florida
$384K – – –
KPWS
323
Kestra Private Wealth Services
Texas
$384K +$33K +1,286 +9%
SI
324
SimpliFi Inc
California
$376K +$410 +16 +0.1%
SAMC
325
Spectrum Asset Management (California)
California
$374K – – –
11 12
13
14 15